Individuals and Families

Personal tax support that makes the numbers easier to understand.

THR Tax helps individuals and families prepare accurate returns, organize financial information, plan ahead, and handle tax situations that may require more than a simple filing appointment.

A family reviewing taxes together at a laptop

How We Help Individuals and Families

Tax Preparation

Accurate preparation of federal and applicable state tax returns for a wide range of income and financial situations.

Tax Planning

Year-round guidance to help you plan ahead, make informed decisions, and reduce tax surprises.

Complex or Changing Situations

Support for life changes and tax situations that require extra attention and experience.

Rental Income for Individuals

Organization and tax support for rental property income and related expenses.

Your Information is Protected

We use secure systems and follow strict standards to protect your privacy.

We help with many personal tax situations

Everyone’s financial life is different. We help individuals and families with a wide range of tax situations, including:

  • W-2 income and retirement income
  • Dependent and education credits
  • Self-employment and side business
  • Estimated tax payments
  • Investment income
  • Prior-year and amended returns
  • Rental properties
  • Major life changes
  • Multiple income sources
  • Year-round tax planning
  • Itemized deductions
  • Recordkeeping guidance

Life changes can affect your taxes.

We can help you navigate situations such as:

  • Marriage or divorce
  • Starting a business
  • New child or dependent
  • Buying or selling property
  • Retirement
  • Moving to a new state
  • Inheritance
  • Unfiled or prior-year returns

What to Expect

1

Let’s Talk

Schedule a consultation so we can learn about your situation and goals.

2

Get Your Checklist

We’ll send you a personalized document checklist so you know what to gather.

3

Upload Securely

You upload your documents through our secure client portal at your convenience.

4

We Do the Work

We prepare and review your return with accuracy and attention to detail.

5

You Get Clarity

You receive an explanation of your results and any recommended next steps.

Get your tax records organized and know what comes next.

We’re here to answer your questions and help you feel confident about your taxes.